Give your team reporting hours back for client work
Arrive at the client meeting with the report prepared and time to discuss the next move.We build client reporting automation for marketing and creative agencies: collect the agreed data, check it, prepare your branded report and deliver the version your team approves.
You agree the outcome, we build it, and you get the hours back to grow the business.
What we’d put on Autopilot
The jobs we’d hand off first, each one running on its own once it’s live.
- Approved campaign, analytics and CRM data collected for each client
- Reporting periods, source freshness and required fields checked before review
- Branded drafts prepared for your strategist's approval
- Approved reports delivered with a recorded status and review owner
Spend the client meeting on what happens next
We build the recurring collection, checks, report assembly and approved delivery around your agency's existing reporting process. Your team gets the review pack and keeps the client judgement.
The right figures reach the right client
We agree each client's accounts, reporting period, time zone, currency and metric sources. The report keeps those references so your strategist can check the figures before the client meeting.
Each report has a clear review state
A missing source, expired connection or incomplete period pauses delivery and alerts the named owner with the affected client and next step. Freshness checks distinguish an empty result from a measured zero.
Your team approves the client-facing version
The draft brings the checked figures and source links together. Your strategist adds context and approves the version and recipients. Any AI commentary stays a draft until that approval.
Every delivery has a recorded outcome
The build records approval, version and provider delivery status. We test retries and duplicate protection, and agree how uncertain delivery is reviewed before another send.
Start with one report, then reuse the setup
Bring one representative client report and the tools behind it. We confirm account access and supported connections, then scope the sources, template, approval and delivery route at a fixed price. The first report gives your team a tested pattern for the next client.
Your handover includes the working workflow, source and field map, branded template, acceptance results, access register and a runbook for alerts, retries and changes. We agree who owns each step and quote ongoing monitoring separately where needed.
Inspect our own reporting controls
Our dated Turing search reporting example shows source checks, reporting limits and downloadable evidence. It documents our internal measurement workflow, not an agency client result or a measured saving.
Open the operating example and evidenceFor shared metric definitions, data models and decision dashboards, we scope the analysis work with Turing BI. Automate owns the recurring report preparation and delivery workflow.
Follow one report from source to delivery
An illustrative report run showing the checks and approval we would agree for your build.
- Sources collectedThe run requests each client's approved accounts and reporting period.
- Figures checkedRequired fields and source freshness are checked; items needing attention enter the owner's review queue.
- Branded draft preparedChecked figures and source references fill the agency's report template.
- Strategist approvesThe account owner adds context and approves the version and recipients.
- Delivery recordedThe approved report is sent and its provider status recorded for review.
Simulated example, not a real client
Put your own numbers in
A rough, editable estimate of the hours and money your Autopilot would win back.
Reporting-hours calculator
Month-end reporting is billable time your team spends on copy-paste.
Done for you. Fully yours and in your control.
You approve every launch
You approve the plan and build before it touches your business, then sign off the launch.
It hands control back when unsure
If it’s unsure, it routes the decision to a person with the context attached.
It frees your team for valuable work
AI handles the busywork; your people handle the judgement and the relationships.
The services behind it
We handle the technical side end to end. Here’s what tends to do the heavy lifting for you.
- 01AI Agents & Chatbots
Answer customers instantly, day or night
AI assistants that answer, qualify and support around the clock, built on your business and trained in your voice.
- 02Workflow & Process Automation
Stop copying data between apps
Manual imports? Out the window. We wire the tools you already run together so data moves automatically, with the system built and maintained for you.
- 03Reporting Automation
Get every recurring report assembled and delivered
Reporting workflows that collect, check, assemble and deliver recurring reports from connected sources.
Guides on exactly this
Clear reads on how it works, what it costs, and where to start before you commit to anything.
- 01Industry guide
Automations for agencies: 6 that pay for themselves
- 02How-to
Client reporting automation for marketing agencies
- 03Template / kit
Return your reporting hours: the agency automation kit
- 04Comparison
Automation agency vs freelancer vs in-house (2026 UK)
- 05Pricing guide
How much does CRM automation cost? (UK 2026)
Questions from marketing & creative agencies
Yes. Reports and client-facing automations carry your brand, not ours. We work behind the scenes. You keep the client relationship.
Put your next report run in scope
Tell us your client count, report frequency, current tools and hours spent preparing reports. Include your country and working time zone so we can confirm delivery arrangements.
The brief also asks for your budget and timing. We review the reporting process and return a proposed scope and fixed quote for you to approve.